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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.420 | 5.420 | 0.000 |
Stocks | 94.580 | 94.580 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.101 | 24.086 |
Price to Book | 3.186 | 4.527 |
Price to Sales | 2.365 | 3.307 |
Price to Cash Flow | 12.810 | 15.927 |
Dividend Yield | 1.566 | 1.224 |
5 Years Earnings Growth | 11.160 | 12.407 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.430 | 26.755 |
Healthcare | 17.520 | 16.367 |
Consumer Cyclical | 12.480 | 12.487 |
Financial Services | 12.160 | 13.512 |
Industrials | 10.810 | 11.825 |
Communication Services | 9.570 | 7.933 |
Consumer Defensive | 6.020 | 7.992 |
Basic Materials | 4.600 | 4.323 |
Energy | 3.140 | 3.331 |
Utilities | 0.710 | 2.303 |
Real Estate | 0.560 | 1.920 |
Number of long holdings: 263
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.96 | 430.57 | +0.01% | |
Novo Nordisk B | DK0062498333 | 3.19 | 937.4 | +1.56% | |
Meta Platforms | US30303M1027 | 2.95 | 468.33 | +0.12% | |
Broadcom | US11135F1012 | 2.45 | 1,397.88 | +0.41% | |
Taiwan Semicon | TW0002330008 | 2.19 | 875.00 | +1.27% | |
AstraZeneca | GB0009895292 | 1.64 | 12,404.0 | +0.36% | |
Tesla | US88160R1014 | 1.56 | 176.96 | -1.75% | |
Eli Lilly | US5324571083 | 1.53 | 815.58 | +1.58% | |
NVIDIA | US67066G1040 | 1.30 | 1,054.59 | +11.07% | |
Vertex | US92532F1003 | 1.27 | 452.20 | +1.04% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Group New Perspective Fundu | 14.09B | 4.41 | 1.82 | 10.03 | ||
Capital Group New Perspective Funbu | 14.09B | 4.06 | 0.81 | 8.96 | ||
Capital Group New Perspective Funzu | 14.09B | 4.30 | 1.56 | 9.83 | ||
Capital Group New Perspective Fuzdu | 14.09B | 4.29 | 1.56 | 9.83 | ||
Cap Group New Perspective lux C | 14.09B | 4.59 | 2.37 | - |
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